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Cloud Computing

Cloud computing rents out servers, storage, and software rather than selling hardware for a customer to run in its own building. It turned technology spending from a capital project into a monthly bill, and the platforms that host it have become critical infrastructure in their own right.

64 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
301
WPL
WINDACRE PARTNERSHIP LLC
Texas
$1.4B -$86.3M 2 20.99% Reduced
302
Two Sigma Investments
Two Sigma Investments
New York
$1.4B +$363M 30 2.99% Increased
303
AssetMark Inc
AssetMark Inc
California
$1.4B +$39.8M 23 3.83% Increased
304
VanEck Associates
VanEck Associates
New York
$1.38B +$127M 15 1.78% Increased
305
Davis Selected Advisers
Davis Selected Advisers
Arizona
$1.36B -$57.7M 5 7.82% Reduced
306
Banco Bilbao Vizcaya Argentaria
Banco Bilbao Vizcaya Argentaria
Spain
$1.35B +$14M 15 13.61% Increased
307
Quantinno Capital Management
Quantinno Capital Management
New York
$1.35B +$480M 19 8.78% Increased
308
LGT Group Foundation
LGT Group Foundation
Liechtenstein
$1.35B +$259M 11 18.58% Increased
309
USS Investment Management
USS Investment Management
United Kingdom
$1.35B -$164M 13 9.84% Reduced
310
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.34B +$81M 28 6.62% Increased
311
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$1.33B -$9.26M 25 4.49% Reduced
312
Waverton Investment Management
Waverton Investment Management
United Kingdom
$1.33B +$76.6M 6 20.54% Increased
313
Employees Provident Fund Board
Employees Provident Fund Board
Malaysia
$1.32B +$438M 6 14.99% Increased
314
Van Lanschot Kempen Investment Management
Van Lanschot Kempen Investment Management
Netherlands
$1.31B -$13.6M 6 13.69% Reduced
315
Mercer Global Advisors
Mercer Global Advisors
Colorado
$1.3B +$35.9M 21 2.98% Increased
316
Epoch Investment Partners
Epoch Investment Partners
New York
$1.29B -$82.2M 7 6.68% Reduced
317
CCM
Cantillon Capital Management
New York
$1.29B -$45.5M 3 8.33% Reduced
318
MML Investors Services
MML Investors Services
Massachusetts
$1.28B +$72.2M 18 4.27% Increased
319
IFM Investors
IFM Investors
Australia
$1.27B +$1.39M 15 13.81% Increased
320
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab
Denmark
$1.27B -$8.32M 15 14.34% Reduced
321
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$1.27B +$15.1M 10 14.53% Increased
322
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$1.22B +$1.72M 18 11.04% Increased
323
QRG Capital Management
QRG Capital Management
Illinois
$1.22B +$58.4M 16 12.65% Increased
324
IEQ Capital
IEQ Capital
California
$1.2B +$126M 21 9.55% Increased
325
AEGON Asset Management (UK)
AEGON Asset Management (UK)
United Kingdom
$1.2B -$90.8M 8 17.45% Reduced